Ventas (NYSE:VTR) Issues FY 2026 Earnings Guidance

Ventas (NYSE:VTR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 3.780-3.880 for the period, compared to the consensus EPS estimate of 1.840. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. The Goldman Sachs Group began coverage on shares of Ventas in a report on Friday, January 9th. They set a “buy” rating and a $94.00 price target on the stock. KeyCorp boosted their target price on Ventas from $70.00 to $85.00 and gave the company an “overweight” rating in a research note on Thursday, December 4th. Citigroup raised their price target on Ventas from $80.00 to $88.00 and gave the stock a “buy” rating in a research note on Tuesday, November 11th. Scotiabank boosted their price target on Ventas from $74.00 to $80.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. Finally, Weiss Ratings upgraded Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, December 29th. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Ventas currently has a consensus rating of “Moderate Buy” and an average target price of $81.63.

Ventas Stock Performance

Shares of Ventas stock traded up $1.11 during trading on Friday, reaching $80.95. The company’s stock had a trading volume of 1,380,694 shares, compared to its average volume of 2,688,182. Ventas has a one year low of $58.72 and a one year high of $81.89. The firm has a market cap of $38.02 billion, a price-to-earnings ratio of 155.59, a price-to-earnings-growth ratio of 1.94 and a beta of 0.77. The business’s fifty day moving average price is $78.09 and its 200-day moving average price is $73.08. The company has a debt-to-equity ratio of 1.01, a quick ratio of 0.32 and a current ratio of 0.32.

Ventas (NYSE:VTR) last announced its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $0.15 EPS for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). Ventas had a net margin of 4.28% and a return on equity of 2.05%. The company had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.53 billion. During the same period in the prior year, the company posted $0.81 EPS. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. As a group, equities research analysts predict that Ventas will post 3.4 earnings per share for the current year.

Ventas Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be given a $0.52 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.6%. This is an increase from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio is 369.23%.

Insider Activity

In other Ventas news, CEO Debra A. Cafaro sold 10,322 shares of Ventas stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $77.66, for a total transaction of $801,606.52. Following the sale, the chief executive officer owned 1,114,034 shares in the company, valued at $86,515,880.44. The trade was a 0.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Robert F. Probst sold 29,930 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $77.25, for a total transaction of $2,312,092.50. Following the completion of the transaction, the chief financial officer owned 138,434 shares of the company’s stock, valued at approximately $10,694,026.50. This represents a 17.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 130,459 shares of company stock worth $10,152,803. Company insiders own 0.80% of the company’s stock.

More Ventas News

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Company raised its quarterly dividend 8.3% to $0.52 (annualized yield ~2.6%), signaling confidence in cash flow and returning more capital to shareholders. Article Title
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $3.78–$3.88, well above prior consensus — this materially upgrades forward earnings expectations and is a primary driver of the stock’s strength. Article Title
• Neutral Sentiment: Funds from operations (FFO) for Q4 came in at $0.89, roughly in line with estimates, and revenue was up ~21.7% year‑over‑year — shows operating growth but no upside surprise in FFO. Article Title
• Neutral Sentiment: Morgan Stanley kept a Hold rating with an $80 price target (maintaining cautious stance despite improved guidance); street consensus still sits around a moderate‑buy. Article Title
• Negative Sentiment: GAAP EPS for the quarter was reported at $0.15, missing consensus of ~$0.89 — the accounting/one‑time items that drove the GAAP miss adds short‑term uncertainty for some investors. Article Title
• Negative Sentiment: CEO Debra Cafaro sold 10,322 shares recently — an insider sale that some investors may view as a mild negative signal (timing and size matter). Article Title

Institutional Investors Weigh In On Ventas

Several large investors have recently made changes to their positions in the company. State Street Corp boosted its stake in shares of Ventas by 3.3% in the 3rd quarter. State Street Corp now owns 28,927,015 shares of the real estate investment trust’s stock valued at $2,038,176,000 after purchasing an additional 928,386 shares during the last quarter. Northern Trust Corp grew its holdings in shares of Ventas by 1.7% in the 3rd quarter. Northern Trust Corp now owns 6,402,941 shares of the real estate investment trust’s stock valued at $448,142,000 after buying an additional 108,990 shares during the period. Invesco Ltd. grew its stake in Ventas by 21.5% in the third quarter. Invesco Ltd. now owns 5,847,604 shares of the real estate investment trust’s stock valued at $409,274,000 after acquiring an additional 1,034,634 shares during the period. UBS Group AG grew its position in shares of Ventas by 142.4% in the 3rd quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock valued at $245,514,000 after purchasing an additional 2,060,770 shares during the period. Finally, Alyeska Investment Group L.P. increased its position in shares of Ventas by 5.4% during the third quarter. Alyeska Investment Group L.P. now owns 2,894,441 shares of the real estate investment trust’s stock worth $202,582,000 after acquiring an additional 149,523 shares in the last quarter. Institutional investors own 94.18% of the company’s stock.

About Ventas

Ventas, Inc (NYSE: VTR) is a real estate investment trust (REIT) that specializes in healthcare-related real estate. The company acquires, owns and manages a diversified portfolio of properties serving the healthcare continuum, including senior housing communities, skilled nursing facilities, medical office buildings, life science and research centers, and other properties leased to healthcare providers and operators. Ventas generates revenue through long-term leases, property management and selective development activities focused on meeting the real estate needs of the healthcare sector.

Ventas’ business model combines property ownership with active asset management and capital markets activity.